Act! 365 + Omnibus Integration

Integrate Act! 365 to Omnibus in one click, or tell Integrately AI how you want each contact handled. Capture contact details, generate a discount coupon in Omnibus, update your records, and send follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Omnibus
    Product is published in Omnibus Instant
  • Omnibus
    Product price is updated in Omnibus Instant
  • Omnibus
    Order is placed in Omnibus Instant
  • Omnibus
    Item is added to cart in Omnibus Instant
  • Omnibus
    Item is removed from cart in Omnibus Instant
  • Omnibus
    Item detail is updated in cart in Omnibus Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • Omnibus
    Create discount coupon in Omnibus

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Ready Workflows Ready Workflows for Act! 365 + Omnibus Integration

Capture new contacts, generate discount coupons, sync customer details, and trigger follow-up campaigns, all in just one click.

Most popular automationmost-popular-automations
Omnibus + Act! 365 Integration

Create Act! 365 contact from new Omnibus order

As an online store owner, you're likely using Omnibus to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Omnibus with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Omnibus flow

Streamline post-conversion tasks like order fulfillment, team alerts, and invoicing once your core pair workflow runs. Pick a combination and activate it in one click.

Act! 365
Omnibus
+
ShopifyShopify (6)
+
MailchimpMailchimp (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
StripeStripe (5)
+
SlackSlack (5)
+
GmailGmail (5)
A
O
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When a new Act! 365 contact is created, generate an Omnibus discount coupon and create a customer in Shopify
New Act! 365 contacts immediately trigger an Omnibus coupon and populate your Shopify customer list without manual entry.
O
A
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When an Omnibus order is placed, create a contact in Act! 365 and update the customer record in Shopify
Orders placed in Omnibus automatically update your Act! 365 contacts and keep Shopify customer data perfectly aligned.
O
A
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When an Omnibus product price is updated, create an Act! 365 contact and add a product note in Shopify
Price updates in Omnibus trigger new Act! 365 contact logs and update product annotations in Shopify.
O
A
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When an Omnibus item is added to cart, create a contact in Act! 365 and check inventory in Shopify
Cart additions in Omnibus log new Act! 365 contacts and verify stock levels in Shopify.
A
O
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Use Claude to analyse new Act! 365 contacts, generate an Omnibus coupon, and create a Shopify customer
Claude evaluates Act! 365 contacts before Omnibus generates a tailored coupon and Shopify creates the profile.
O
A
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When an Omnibus order is fulfilled, create an Act! 365 contact, update Shopify, and create a fulfillment task in Asana
Fulfilled Omnibus orders log Act! 365 contacts, update Shopify, and open follow-up tasks in Asana.

Supported triggers and actions for Act! 365 and Omnibus

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Omnibus
Omnibus Triggers & Actions
Instant
Product is published in Omnibus
Triggers the automation when a new product is published
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Instant
Product price is updated in Omnibus
Triggers the automation when the price of a product is updated
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Instant
Order is placed in Omnibus
Triggers the automation when a new order is placed
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Instant
Item is added to cart in Omnibus
Triggers the automation when an item is added to the shopping cart
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Instant
Item is removed from cart in Omnibus
Triggers the automation when an item is removed from the cart
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Instant
Item detail is updated in cart in Omnibus
Triggers the automation when the detail of an item in the cart is updated
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Create discount coupon in Omnibus
Generates discount coupons for customers
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What can you automate with Act! 365 + Omnibus?

Streamline your sales and eCommerce operations by connecting every trigger and action between Act! 365 and Omnibus.

What you can automate?
🎯
Automate contact creation and coupon generation
Instantly generate an Omnibus discount coupon the moment a new contact is created in Act! 365, removing manual administrative bottlenecks.
📝
Capture every submitted contact detail
Map all available contact fields from Act! 365 into Omnibus records so your sales pipeline retains complete customer context.
🔔
Alert your team instantly on new orders
Notify sales reps and operations staff the second an order is placed in Omnibus or a new contact is logged.
🔀
Route records based on submitted criteria
Trigger different follow-up actions and promotional coupons depending on specific field values submitted in your Act! 365 forms.
🔄
Keep customer records updated as data changes
Synchronise product price updates and cart activity between Omnibus and Act! 365 to ensure data consistency across your platforms.
🛡️
Prevent duplicate records and sync accurately
Match existing customer profiles during updates to ensure your databases remain clean and free of duplicate entries.
💳
Handle later status changes and order events
Automate downstream operations whenever order placements, cart updates, or product publications occur in Omnibus.
🔌
Extend workflows to popular third-party apps
Connect your core Act! 365 and Omnibus flow to tools like Slack, Gmail, or QuickBooks Online for complete multi-step automation.
And much more...

Who is Act! 365 + Omnibus integration for?

Sales professionals, eCommerce managers, and business owners using Act! 365 and Omnibus eliminate manual data entry, keeping customer records and promotional campaigns perfectly synchronised.

Performance Marketers
Performance Marketers
Sales Development Reps
Sales Development Reps
Client Account Managers
Client Account Managers
E-Commerce Operations
E-Commerce Operations
Customer Success Leads
Customer Success Leads
Business Owners
Business Owners
📈
Performance Marketers
You're tracking campaign metrics in Act! 365, but your Omnibus sales data only updates when someone manually exports records, so your conversion counts are always hours behind — with this integration, every new order and contact syncs instantly and your analytics stay current.
⚡
Sales Development Reps
You need to follow up with inbound leads immediately, but waiting for manual lead imports means prospects go cold before you reach out — with this integration, every new contact triggers instant coupon generation and team alerts so you can engage buyers right away.
📋
Client Account Managers
You answer to clients who want real-time updates on their catalog orders and deal stages, but cross-referencing platforms takes hours of manual work — this integration means every order change and contact is reflected across your tools automatically.
📦
E-Commerce Operations
The volume of daily orders and customer signups is too high for anyone to keep up by hand, leading to missed fulfillment steps and billing errors — automating both apps means customer creation, coupon generation, and order logging happen without manual intervention.
🤝
Customer Success Leads
You own the onboarding stage and depend on sales to hand over accurate customer profiles, but details frequently get lost in translation — connecting these apps means every new account is populated with correct contact and order data from the start.
🔍
Business Owners
You need a reliable history of sales and customer interactions, but manual record-keeping leaves persistent gaps in your audit trails — with this integration, every contact and transaction is logged accurately across your entire software stack.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + Omnibus

Build and manage your Act! 365 + Omnibus automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Omnibus with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Omnibus?
Frequently Asked Questions
You can connect Act! 365 to Omnibus in one click using pre-built workflows or ask Integrately AI to build your automation. It integrates smoothly with tools like Shopify, Mailchimp, and Slack with 24/5 support.
Can I automatically create Omnibus discount coupons from new Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, Omnibus, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Omnibus?
Frequently Asked Questions
How does Act! 365 handle new contact triggers in automation?
Frequently Asked Questions
Can Omnibus trigger actions when an order is placed?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Omnibus?
Frequently Asked Questions
Is the Act! 365 and Omnibus integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Omnibus With 1500+ Other Apps

Act! 365
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Omnibus
Popular Omnibus Integrations
Sync Omnibus with inventory management, billing platforms, and analytics tools to keep eCommerce data working across your stack.
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